Brandon M. Siok serves as the managing member of the firm overseeing our client service, operations and strategic direction. While he works with clients in various industries, his practice focuses on small and medium-sized businesses with an emphasis on professional services; including dental practices, veterinarians, optometry offices and consulting firms. From start-up to retirement and all of the transitions along the way he provides clients with full-service business solutions. His long-term perspective adds unique insight into tax and business planning, while his strategic focus puts it in the right context for each situation. He is a Certified Public Accountant and a member of the American Institute of CPAs. After being an honors graduate at the University of Maryland he went on to earn his Masters of Business Administration (MBA) there as well. A few organizations he has served on include local chapters of the Society of Financial Services Professionals, state CPA societies and the Girl Scouts. He regularly presents tax and advisory seminars to various professional groups and has written related articles for business journals and trade newsletters. He and his wife of twenty years enjoy traveling, cooking, reading and spending time with their two daughters.
Hosting a holiday party for your staff is one of the best ways to show them you care—while also creating some meaningful, team-driven memories. Follow our tips below for hosting a memorable soiree that doesn’t push your stress or your budget past your limit.
If you have retirement on your mind, the big question is this: Are you in a financial position to do so? While nothing replaces the advice of a seasoned advisor, you can take your first step to answering this question by applying a simple 5-step calculation.
If you’re not a fan of Black Friday chaos—you know…the crowds, the rush, the relentless search for a parking space—then ditch the onsite shopping this year while still enjoying the sweet deals.